Sterling Manor Financial, LLC Top Holdings and 13F Report (2026) About Sterling Manor Financial, LLCInvestment ActivitySterling Manor Financial, LLC has $159.89 million in total holdings as of March 31, 2026.Sterling Manor Financial, LLC owns shares of 39 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 9.22% of the portfolio was purchased this quarter.About 8.45% of the portfolio was sold this quarter.This quarter, Sterling Manor Financial, LLC has purchased 35 new stocks and bought additional shares in 10 stocks.Sterling Manor Financial, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio Corporate Bond ETF $19,518,322AIM ETF PRODUCTS TRUST $14,176,582First Trust Enhanced Short Maturity ETF $11,417,788iShares Core MSCI International Developed Markets ETF $11,053,721Invesco S&P 500 Equal Weight ETF $10,619,892 Largest New Holdings this Quarter 97717Y535 - WisdomTree Emerging Markets ex-China Fund $6,548,192 Holding37960A370 - GLOBAL X FDS $4,367,103 Holding006212104 - Adams Diversified Equity Fund $275,770 Holding30231G102 - ExxonMobil $256,696 Holding983793100 - XPO $232,487 Holding Largest Purchases this Quarter WisdomTree Emerging Markets ex-China Fund 209,878 shares (about $6.55M)GLOBAL X FDS 135,793 shares (about $4.37M)SPDR Portfolio Corporate Bond ETF 39,493 shares (about $1.15M)SPDR Bloomberg Short Term High Yield Bond ETF 15,751 shares (about $393.46K)First Trust Enhanced Short Maturity ETF 6,387 shares (about $381.81K) Largest Sales this Quarter AIM ETF PRODUCTS TRUST 130,705 shares (about $3.57M)Invesco S&P 500 Equal Weight ETF 12,930 shares (about $2.48M)iShares Core Dividend Growth ETF 20,462 shares (about $1.44M)iShares Core MSCI International Developed Markets ETF 16,127 shares (about $1.35M)FT Vest International Equity Buffer ETF - September 41,103 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Manor Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPBOSPDR Portfolio Corporate Bond ETF$19,518,322$1,146,482 ▲6.2%672,35012.2%ETFAIM ETF PRODUCTS TRUST$14,176,582$3,572,717 ▼-20.1%518,6398.9%ALLIANZIM US EQUFTSMFirst Trust Enhanced Short Maturity ETF$11,417,788$381,814 ▲3.5%190,9977.1%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$11,053,721$1,347,733 ▼-10.9%132,2696.9%ETFRSPInvesco S&P 500 Equal Weight ETF$10,619,892$2,481,525 ▼-18.9%55,3356.6%ETFDGROiShares Core Dividend Growth ETF$9,928,877$1,436,026 ▼-12.6%141,4776.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,280,584$1,075,051 ▼-10.4%94,7875.8%ETFYSEPFT Vest International Equity Buffer ETF - September$8,954,909$1,075,682 ▼-10.7%342,1775.6%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,638,982$393,460 ▲4.8%345,8365.4%ETFVFVAVanguard U.S. Value Factor$7,957,740$457,405 ▼-5.4%59,1175.0%ETFGLOBAL X FDS$7,628,194$678,010 ▼-8.2%107,6824.8%DEFENSE TECH ETFIWPiShares Russell Mid-Cap Growth ETF$7,522,980$101,728 ▲1.4%58,7184.7%ETFXCWisdomTree Emerging Markets ex-China Fund$6,548,192$6,548,192 ▲New Holding209,8784.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,204,800$7,762 ▲0.1%63,0353.3%ManufacturingFSMDFidelity Small-Mid Multifactor ETF$4,730,661$47,582 ▼-1.0%105,7843.0%ETFGLOBAL X FDS$4,367,103$4,367,103 ▲New Holding135,7932.7%U S ELECTRIFICATAAPLApple$3,175,674$11,674 ▲0.4%12,5132.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,223,940$17,559 ▼-1.4%1,8820.8%FinanceSDIVGlobal X SuperDividend ETF$729,307$302,413 ▲70.8%28,8720.5%ETFAIM ETF PRODUCTS TRUST$708,939$242,874 ▲52.1%25,6810.4%ALLIANZIM US EQTJEPIJPMorgan Equity Premium Income ETF$698,865$128,210 ▲22.5%12,3300.4%ETFFIRST TR EXCHANGE-TRADED FD$696,153$122,444 ▲21.3%32,0660.4%FT VEST DJIAAMZNAmazon.com$693,5400.0%3,3300.4%Retail/WholesaleMSFTMicrosoft$510,464$144,366 ▼-22.0%1,3790.3%Computer and TechnologyOKEONEOK$338,963$220,733 ▼-39.4%3,7500.2%EnergyWALMART INC$337,2340.0%2,7140.2%COMAMDAdvanced Micro Devices$337,0840.0%1,6570.2%Computer and TechnologyLCTUBlackRock U.S. Carbon Transition Readiness ETF$279,568$34,087 ▼-10.9%3,9860.2%ETFGOOGLAlphabet$276,0580.0%9600.2%Computer and TechnologyADXAdams Diversified Equity Fund$275,770$275,770 ▲New Holding12,5980.2%FinanceXOMExxonMobil$256,696$256,696 ▲New Holding1,5130.2%EnergyKOCocaCola$241,839$6,845 ▼-2.8%3,1800.2%Consumer StaplesCCitigroup$238,1610.0%2,1000.1%Financial ServicesXPOXPO$232,487$232,487 ▲New Holding1,1950.1%TransportationAVGOBroadcom$232,1330.0%7500.1%Computer and TechnologyCATCaterpillar$222,880$222,880 ▲New Holding3150.1%IndustrialsJPMJPMorgan Chase & Co.$212,384$58,832 ▼-21.7%7220.1%FinanceIBMInternational Business Machines$209,1820.0%8630.1%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$208,877$16,405 ▼-7.3%1,4770.1%ManufacturingGEGE Aerospace$0$624,069 ▼-100.0%00.0%AerospaceDSIiShares ESG MSCI KLD 400 ETF$0$207,803 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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